Blueleaf Advisor (@blueleafadvisor) 's Twitter Profile
Blueleaf Advisor

@blueleafadvisor

We make advisors look good. Try our simple, scalable #ClientEngagement platform today. You'll grow faster & serve far more clients, automatically.

ID: 242854174

linkhttp://www.blueleaf.com/advisor calendar_today25-01-2011 19:08:16

9,9K Tweet

2,2K Followers

987 Following

Blueleaf Advisor (@blueleafadvisor) 's Twitter Profile Photo
Blueleaf Advisor
@blueleafadvisor

2 years ago

A riff on aggregation after #t32024 from a 30-veteran advisor. A simple takeaway. But the old guard may not like it.

Blueleaf Advisor (@blueleafadvisor) 's Twitter Profile Photo
Blueleaf Advisor
@blueleafadvisor

2 years ago

Couldn't believe it when I got this. As a founder I got a little choked up. A customer put their grandchild in BL gear!

Couldn't believe it when I got this. As a founder I got a little choked up. A customer put their grandchild in BL gear!
Blueleaf Advisor (@blueleafadvisor) 's Twitter Profile Photo
Blueleaf Advisor
@blueleafadvisor

2 years ago

When building something innovative, you have to give yourself the space to be wrong! Listen to more in this podcast episode: bit.ly/418CaXa

Blueleaf Advisor (@blueleafadvisor) 's Twitter Profile Photo
Blueleaf Advisor
@blueleafadvisor

2 years ago

Revisiting an insightful episode from our Augmented Advisor podcast, with H. Adam Holt, CFP®, ChFC® of AssetMap. Adam is super insightful on client experience and lots more.